Security National Bank of So Dak’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.55M Sell
46,540
-707
-1% -$69.1K 2.48% 7
2025
Q1
$4.15M Sell
47,247
-801
-2% -$70.3K 2.35% 9
2024
Q4
$4.34M Buy
48,048
+397
+0.8% +$35.9K 2.42% 8
2024
Q3
$3.85M Sell
47,651
-355
-0.7% -$28.7K 2.14% 10
2024
Q2
$3.25M Buy
48,006
+665
+1% +$45K 1.94% 12
2024
Q1
$2.85M Sell
47,341
-380
-0.8% -$22.9K 1.71% 16
2023
Q4
$2.51M Sell
47,721
-444
-0.9% -$23.3K 1.65% 17
2023
Q3
$2.57M Sell
48,165
-345
-0.7% -$18.4K 1.89% 16
2023
Q2
$2.54M Buy
+48,510
New +$2.54M 1.81% 14
2022
Q4
$2.32M Buy
49,173
+1,335
+3% +$63.1K 1.69% 24
2022
Q3
$2.07M Sell
47,838
-54
-0.1% -$2.34K 1.86% 15
2022
Q2
$1.94M Sell
47,892
-147
-0.3% -$5.96K 1.61% 22
2022
Q1
$2.38M Buy
48,039
+2,760
+6% +$137K 1.66% 17
2021
Q4
$2.18M Buy
45,279
+165
+0.4% +$7.96K 1.47% 23
2021
Q3
$2.1M Sell
45,114
-2,343
-5% -$109K 1.6% 19
2021
Q2
$2.23M Buy
47,457
+3,987
+9% +$187K 1.71% 19
2021
Q1
$1.97M Buy
43,470
+561
+1% +$25.4K 1.64% 18
2020
Q4
$2.06M Sell
42,909
-165
-0.4% -$7.93K 1.83% 15
2020
Q3
$2.01M Sell
43,074
-372
-0.9% -$17.4K 2.03% 12
2020
Q2
$1.74M Sell
43,446
-30
-0.1% -$1.2K 1.98% 16
2020
Q1
$1.65M Sell
43,476
-1,170
-3% -$44.3K 2.19% 12
2019
Q4
$1.77M Buy
44,646
+576
+1% +$22.8K 1.79% 18
2019
Q3
$1.74M Sell
44,070
-30
-0.1% -$1.19K 2.03% 16
2019
Q2
$1.62M Buy
44,100
+1,275
+3% +$47K 1.91% 17
2019
Q1
$1.39M Sell
42,825
-15
-0% -$488 1.74% 18
2018
Q4
$1.33M Sell
42,840
-120
-0.3% -$3.73K 1.72% 19
2018
Q3
$1.34M Sell
42,960
-105
-0.2% -$3.29K 1.55% 23
2018
Q2
$1.23M Sell
43,065
-405
-0.9% -$11.6K 1.43% 28
2018
Q1
$1.29M Sell
43,470
-1,440
-3% -$42.7K 1.48% 22
2017
Q4
$1.48M Sell
44,910
-705
-2% -$23.2K 1.6% 21
2017
Q3
$1.19M Sell
45,615
-600
-1% -$15.6K 1.36% 27
2017
Q2
$1.17M Buy
46,215
+300
+0.7% +$7.57K 1.36% 29
2017
Q1
$1.1M Buy
45,915
+1,158
+3% +$27.8K 1.32% 31
2016
Q4
$1.03M Buy
44,757
+1,029
+2% +$23.7K 1.26% 38
2016
Q3
$1.05M Buy
43,728
+1,755
+4% +$42.2K 1.36% 35
2016
Q2
$1.02M Sell
41,973
-225
-0.5% -$5.48K 1.38% 35
2016
Q1
$963K Buy
42,198
+2,730
+7% +$62.3K 1.36% 36
2015
Q4
$806K Buy
39,468
+4,185
+12% +$85.5K 1.13% 41
2015
Q3
$762K Sell
35,283
-345
-1% -$7.45K 1.31% 38
2015
Q2
$843K Buy
35,628
+624
+2% +$14.8K 1.38% 37
2015
Q1
$960K Buy
35,004
+900
+3% +$24.7K 1.51% 27
2014
Q4
$976K Buy
34,104
+702
+2% +$20.1K 1.45% 27
2014
Q3
$851K Sell
33,402
-1,473
-4% -$37.5K 1.41% 32
2014
Q2
$873K Sell
34,875
-174
-0.5% -$4.36K 1.43% 35
2014
Q1
$893K Buy
35,049
+639
+2% +$16.3K 1.51% 31
2013
Q4
$902K Buy
34,410
+855
+3% +$22.4K 1.51% 30
2013
Q3
$828K Buy
33,555
+615
+2% +$15.2K 1.52% 29
2013
Q2
$818K Buy
+32,940
New +$818K 1.4% 28